Playbook
Get leads from your website
Put FinpaceForms to work on your website and every lead arrives as a clean, automated record. This helps with everything that comes after the lead — turning a website visitor into a fully onboarded client without retyping a single field, without a NIGO rejection, and without the slow start that makes them wonder if they picked the right advisor.
July 14, 2026 · Finpace Team · 4 parts
1 Put a smart form on your website 2 min
Drop a branded FinpaceForms webform onto your site — an intake or 'get started' form. From the very first click, it captures a prospect's details into a clean, structured record instead of a message someone has to read and retype later.
2 Every lead arrives clean 1 min
Because the form captures structured data — not free text — what a prospect types becomes the same source record that fills their paperwork later. Clean from the first field means the mismatches that cause NIGO never get a chance to start.
3 Turn a lead into a client, fast 2 min
Emma builds the client profile from that record and fills the onboarding forms from it, so a new lead becomes an onboarded client without your team retyping a thing. The gap between 'interested' and 'onboarded' collapses.
4 The experience they remember 1 min
The prospect gets a fast, branded, error-free onboarding — no re-entering data they already gave you, no packet bouncing back weeks later. That first impression is what wins the relationship, and the referral.
Your website is where a prospect decides. Most advisor sites end with “contact us” — and then the real work, and the errors, start by hand: someone retyping what the client already told you, into form after form.
This playbook closes that gap. A single FinpaceForms webform turns a website visitor into a clean, onboarded client — without the retyping that causes NIGO.
The principle: clean from the first click
When a prospect fills a smart form on your site, their information enters your world exactly once — as a structured record, not a message to retype. That same record fills their paperwork later, so the mismatches that bounce packets as NIGO never get introduced.
One form gives you three things at once: a new lead, a clean file, and a first impression the prospect remembers. Not because you bolted three tools together — because you captured the data right, one time, at the very start.
That’s the whole idea behind doing one thing deeply: get the intake clean, and everything downstream — the paperwork, the CRM, the client experience — takes care of itself.